Business Directory

Lexington Capital Management, Inc.

Location
321 Webster St
Monterey, CA 93940
(831) 324-0750

Lexington Capital Management, Inc. is an independent investment boutique that creates and manages highly personalized investment portfolios for individuals, families, and owner-operated businesses. We’re a fee-only financial advisor registered with the State of California.

Therese Kollerer, Founder & President

Therese Kollerer, a Chartered Financial Analyst, founded Lexington Capital Management in 2003. She’s responsible for all investment decisions and oversees all trading, portfolio analysis, and research. Before starting Lexington, Therese was a Portfolio Manager at The Portola Group of Menlo Park and Executive Vice President at Tanner & Associates Asset Management in Saratoga, California. For both companies, she managed the portfolios of high net-worth clients and counseled them in many facets of their finances, including tax planning, estate planning, stock option strategies, divorce transitions, and more.

Location

Lexington Capital Management, Inc.
321 Webster St
Monterey, CA 93940
(831) 324-0750

Upcoming Events

  • There are no upcoming events posted for this location.

Past Events